Optimizing for conversion with smarter employer mappings
Optimizing for conversion with smarter employer mappings
copy gray icon

Optimizing for conversion with smarter employer mappings

August 18, 2022

With our rollout of 1.5M employer mappings- 3X the industry average, we took the opportunity to create a curated list of enabled employer mappings to optimize for conversion. With our connection to the most number of employers in the industry, we are best equipped to find the perfect mix that leads to the highest conversion. After optimizing since June, we have found the right (for now!) combination of mappings and seen a 25% improvement in conversion rate!

Testing strategy and results

Over the past few months, we ran 6 iterations of our test across 5 version changes to our application. By running these A/B tests we were able to find incremental ways to not only improve top of funnel conversion, but also improve overall job success.

  1. Test 1: Compare a minimalistic search screen with no highlighted platforms and no mappings enabled to our 1.5M search
  2. Test 2: Bring back the UX elements of popular payroll providers at the top of the search experience
  3. Test 3: Bring back employer specific platforms (ESPs) to the search experience
  4. Test 4: Shows popular payroll providers at the top of the search screen and allows users to search for employers specifically curated by us
  5. Test 5: Shows popular payroll providers at the top of the search screen and allows users to search for employers through a carefully curated smart employer list

After the 5th test from the beginning of our journey we reached an optimal distribution of mappings, uniquely available from our catalog of 1.5M mappings, that are best optimized for conversion. We will continue to build machine learning models and test for optimal performance but with our current 25% conversion improvement, these changes will be brought forward to production. Our work is far from over, but we’re excited with the results to date and are looking forward to getting these improvements out to all of our customers!

Building a seamless conversion flow throughout the funnel

Our cross functional teams not only look at our search experience when optimizing for conversion, we also look at every step in the funnel. This includes reviewing clarity in our messaging, our introduction screen, design details, and working directly with customers to iterate to ensure our product works for them. Our multiple teams of integration engineers constantly look for anomalies to ensure all issues are resolved before it affects conversion. We have been testing improvements to our search algorithm and will be releasing those improvements for additional conversion gains over the coming months.

We also have fall back flows to ensure we capture all end users. We support manual fallbacks, we provide password hints within the Link tool, we allow for 1Pass and Keychain to popup and we’re continuing to think creatively about how else we can provide a best in class experience for every consumer.

Not just a vendor, a partner

We see our customers as partners, working hand and hand to improve conversion and the overall experience. We work together to identify the appropriate call to action, context setting, A/B testing to improve conversion and iterate on new features. We listen to our customers to ensure we are building the best features and products to help them achieve their business goals. Our work together begins as soon as you reach out to see if we are the right partner for you!

Get in touch with us to learn more about how Pinwheel’s testing framework is always improving conversion for our customers to help them achieve their business goals.

Check out our Direct Deposit Switching guide to learn how to become a consumer’s primary account, grow share of wallet, and increase lifetime value.

Always stay up to date

View our Privacy Policy   ➔
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Up next

The digital gap threatening credit unions—and how to close it

The digital gap threatening credit unions—and how to close it

Read more  ➔
Are Gen Z and Millennials your most valuable—and most underserved—banking customers?

Are Gen Z and Millennials your most valuable—and most underserved—banking customers?

Read more  ➔
Pinwheel Helping Power Robinhood Banking Deposits

Pinwheel Helping Power Robinhood Banking Deposits

Read more  ➔
Visa Launches Enhanced Subscription Manager, Giving Consumers Greater Control Over Recurring Payments

Visa Launches Enhanced Subscription Manager, Giving Consumers Greater Control Over Recurring Payments

Read more  ➔
OnePay Partners with Pinwheel

OnePay Partners with Pinwheel

Read more  ➔
Leighanne Levensaler joins Pinwheel as strategic advisor

Leighanne Levensaler joins Pinwheel as strategic advisor

Read more  ➔
River launches direct deposit powered by Pinwheel Deposit Switch

River launches direct deposit powered by Pinwheel Deposit Switch

Read more  ➔
KYC’s Killer App

KYC’s Killer App

Read more  ➔
J.D. Power confirms ROI of bank account "Soft Switching"

J.D. Power confirms ROI of bank account "Soft Switching"

Read more  ➔
Pinwheel welcomes Don Weinstein as an advisor

Pinwheel welcomes Don Weinstein as an advisor

Read more  ➔
Future of account onboarding

Future of account onboarding

Read more  ➔
How we help lenders unlock the value of Pay by Paycheck

How we help lenders unlock the value of Pay by Paycheck

Read more  ➔
Pay By Paycheck: The next big thing in lending

Pay By Paycheck: The next big thing in lending

Read more  ➔
A new chapter for Pinwheel

A new chapter for Pinwheel

Read more  ➔
Hey - remember us from tax season?

Hey - remember us from tax season?

Read more  ➔
Narmi x Pinwheel expand partnership with the Switch Kit

Narmi x Pinwheel expand partnership with the Switch Kit

Read more  ➔
Winning the war for primacy with digital innovation

Winning the war for primacy with digital innovation

Read more  ➔
Did the CFPB Eat Your Homework?

Did the CFPB Eat Your Homework?

Read more  ➔
Achieving loyalty with a differentiated digital experience

Achieving loyalty with a differentiated digital experience

Read more  ➔
​Revolutionizing digital banking: How Bill Manager drives engagement and growth

​Revolutionizing digital banking: How Bill Manager drives engagement and growth

Read more  ➔
Pinwheel expands PreMatch coverage to 45M Americans with addition of Paychex partnership

Pinwheel expands PreMatch coverage to 45M Americans with addition of Paychex partnership

Read more  ➔
Pinwheel Pulse: Q1 2025

Pinwheel Pulse: Q1 2025

Read more  ➔
Citadel Direct Deposit Manager is powered by Pinwheel

Citadel Direct Deposit Manager is powered by Pinwheel

Read more  ➔
Security Bank of Kansas City upgrades account onboarding with Pinwheel

Security Bank of Kansas City upgrades account onboarding with Pinwheel

Read more  ➔
Pinwheel partners with MoneyLion to power Direct Deposit Switching

Pinwheel partners with MoneyLion to power Direct Deposit Switching

Read more  ➔
Consumer Banking Sentiment 2025

Consumer Banking Sentiment 2025

Read more  ➔
Q&A with Meriwest Head of Digital Strategy, Gene Fichtenholz

Q&A with Meriwest Head of Digital Strategy, Gene Fichtenholz

Read more  ➔
Roster Mentality & Retail Banking

Roster Mentality & Retail Banking

Read more  ➔
Achieve primacy day one

Achieve primacy day one

Read more  ➔
Pinwheel Pulse: 2024 Year in Review

Pinwheel Pulse: 2024 Year in Review

Read more  ➔
Why credit unions have a neighborhood advantage

Why credit unions have a neighborhood advantage

Read more  ➔
The Product Pulse

The Product Pulse

Read more  ➔
Introducing Bill Manager

Introducing Bill Manager

Read more  ➔
PreMatch results are in

PreMatch results are in

Read more  ➔
How we achieve the industry’s best conversion rates

How we achieve the industry’s best conversion rates

Read more  ➔
Automated direct deposit is powering the next generation of growth for credit unions

Automated direct deposit is powering the next generation of growth for credit unions

Read more  ➔
Nassau Financial Credit Union Selects Pinwheel As Direct Deposit Switch Partner

Nassau Financial Credit Union Selects Pinwheel As Direct Deposit Switch Partner

Read more  ➔
SafeLink expands access to frictionless experiences

SafeLink expands access to frictionless experiences

Read more  ➔
Industry leaders talk consumer bank switching behaviors

Industry leaders talk consumer bank switching behaviors

Read more  ➔
The branch of the future

The branch of the future

Read more  ➔
Giving credit where it’s due

Giving credit where it’s due

Read more  ➔
Trust and Verify

Trust and Verify

Read more  ➔
Citizens & Pinwheel talk primacy

Citizens & Pinwheel talk primacy

Read more  ➔
Be the Amazon of banks  

Be the Amazon of banks  

Read more  ➔
Enhancing digital trust: Inside Pinwheel's commitment to security

Enhancing digital trust: Inside Pinwheel's commitment to security

Read more  ➔
Who’s making money moves in 2024?

Who’s making money moves in 2024?

Read more  ➔
Consumer bank switching behavior demystified

Consumer bank switching behavior demystified

Read more  ➔
The metrics you care about the most are now available in real-time

The metrics you care about the most are now available in real-time

Read more  ➔
New Jack Henry partnership makes it easier for community banks to take advantage of Pinwheel

New Jack Henry partnership makes it easier for community banks to take advantage of Pinwheel

Read more  ➔
 Pinwheel's CMO discusses bank competition for primacy in 2024

Pinwheel's CMO discusses bank competition for primacy in 2024

Read more  ➔
Introducing the next generation of Automated Direct Deposit Switching

Introducing the next generation of Automated Direct Deposit Switching

Read more  ➔
Fraud Fighers Chapter 1: Know Your Fraudster

Fraud Fighers Chapter 1: Know Your Fraudster

Read more  ➔
Know Your Fraudster Q&A with Robert Reynolds

Know Your Fraudster Q&A with Robert Reynolds

Read more  ➔
This is how banks close the loop with branch guests: Introducing Pinwheel Smart Branch

This is how banks close the loop with branch guests: Introducing Pinwheel Smart Branch

Read more  ➔
Introducing Pinwheel Deposit Switch 2.0, a revolutionary upgrade that maximizes coverage and conversion for every US worker

Introducing Pinwheel Deposit Switch 2.0, a revolutionary upgrade that maximizes coverage and conversion for every US worker

Read more  ➔
Key factors to consider before implementing a payroll connectivity API

Key factors to consider before implementing a payroll connectivity API

Read more  ➔
Enhance credit line management with income data

Enhance credit line management with income data

Read more  ➔
See your customers’ earnings weeks into the future with projected earnings

See your customers’ earnings weeks into the future with projected earnings

Read more  ➔
How to reduce default risk with consumer-permissioned data

How to reduce default risk with consumer-permissioned data

Read more  ➔
Digital lending technologies and trends that are shaping the industry

Digital lending technologies and trends that are shaping the industry

Read more  ➔
4 technologies that improve fraud detection in banking

4 technologies that improve fraud detection in banking

Read more  ➔
Why automated income verification is a must-have feature for lenders

Why automated income verification is a must-have feature for lenders

Read more  ➔
December product release: 10% increase in conversion, enhanced security and access to pay frequency data

December product release: 10% increase in conversion, enhanced security and access to pay frequency data

Read more  ➔
A conversation with our Chief Information Security Officer

A conversation with our Chief Information Security Officer

Read more  ➔
Former CFPB Deputy Director Raj Date Joins Pinwheel as an Advisor

Former CFPB Deputy Director Raj Date Joins Pinwheel as an Advisor

Read more  ➔
Cash flow underwriting: Benefits & how to access cash flow data

Cash flow underwriting: Benefits & how to access cash flow data

Read more  ➔
Why banks need a payroll connectivity API that prioritizes information security

Why banks need a payroll connectivity API that prioritizes information security

Read more  ➔
How alternative credit data can benefit lenders

How alternative credit data can benefit lenders

Read more  ➔
Tech Spotlight: Implementing your first feature flag

Tech Spotlight: Implementing your first feature flag

Read more  ➔
Pinwheel Welcomes New Advisor, Ethan Yeh, to Advance Pinwheel’s Data Science Strategy

Pinwheel Welcomes New Advisor, Ethan Yeh, to Advance Pinwheel’s Data Science Strategy

Read more  ➔
Tech spotlight: Securing access control across internal services

Tech spotlight: Securing access control across internal services

Read more  ➔
The anatomy and potential of payroll data: Transforming complex data into insights

The anatomy and potential of payroll data: Transforming complex data into insights

Read more  ➔
Beyond the credit score: Propelling consumer finance into the future with income data

Beyond the credit score: Propelling consumer finance into the future with income data

Read more  ➔
Ayokunle (Ayo) Omojola joins Pinwheel’s Board of Directors

Ayokunle (Ayo) Omojola joins Pinwheel’s Board of Directors

Read more  ➔
Conquering conversion: Engineering practices developed to help customers

Conquering conversion: Engineering practices developed to help customers

Read more  ➔
Driving Customer Delight: From implementation and beyond

Driving Customer Delight: From implementation and beyond

Read more  ➔
Pinwheel Supports Open Finance Data Security Standard

Pinwheel Supports Open Finance Data Security Standard

Read more  ➔
How we design Pinwheel to solve real customer problems

How we design Pinwheel to solve real customer problems

Read more  ➔
What is consumer-permissioned data and what are its benefits?

What is consumer-permissioned data and what are its benefits?

Read more  ➔
How payroll data connectivity can help financial service providers in tumultuous market conditions

How payroll data connectivity can help financial service providers in tumultuous market conditions

Read more  ➔
Pinwheel now supports document uploads to supplement payroll data

Pinwheel now supports document uploads to supplement payroll data

Read more  ➔
Brian Karimi-Pashaki joins Pinwheel as Partnerships Lead

Brian Karimi-Pashaki joins Pinwheel as Partnerships Lead

Read more  ➔
Optimizing for conversion with smarter employer mappings

Optimizing for conversion with smarter employer mappings

Read more  ➔
What are super apps and how will they impact financial services?

What are super apps and how will they impact financial services?

Read more  ➔
Increase conversions and maximize share of wallet with Pinwheel's new UX update

Increase conversions and maximize share of wallet with Pinwheel's new UX update

Read more  ➔
Pinwheel announces support for taxes

Pinwheel announces support for taxes

Read more  ➔
Ryan Nier Joins Pinwheel as the Company’s first General Counsel

Ryan Nier Joins Pinwheel as the Company’s first General Counsel

Read more  ➔
The future of enabling earned wage access

The future of enabling earned wage access

Read more  ➔
Deliver earned wage access faster with Pinwheel Earnings Stream

Deliver earned wage access faster with Pinwheel Earnings Stream

Read more  ➔
Digital transformation in banking in 2022: What it means, trends & examples

Digital transformation in banking in 2022: What it means, trends & examples

Read more  ➔
June product release: Expanded connectivity to employers, a custom experience with Link API and more

June product release: Expanded connectivity to employers, a custom experience with Link API and more

Read more  ➔
Pinwheelie Spotlight: LaRena Iocco, Software Engineer

Pinwheelie Spotlight: LaRena Iocco, Software Engineer

Read more  ➔
Build fully custom experiences with Pinwheel’s Link API

Build fully custom experiences with Pinwheel’s Link API

Read more  ➔
Pinwheel expands connectivity to 1.5M employers

Pinwheel expands connectivity to 1.5M employers

Read more  ➔
Robert Reynolds joins Pinwheel as Head of Product

Robert Reynolds joins Pinwheel as Head of Product

Read more  ➔
Pinwheel obtains highest security certification in the industry

Pinwheel obtains highest security certification in the industry

Read more  ➔
Lauren Crossett becomes Pinwheel’s first Chief Revenue Officer

Lauren Crossett becomes Pinwheel’s first Chief Revenue Officer

Read more  ➔
Everything you should know about the role of APIs in banking

Everything you should know about the role of APIs in banking

Read more  ➔
Open finance: What is it and how does it impact financial services?

Open finance: What is it and how does it impact financial services?

Read more  ➔
How automated direct deposit switching benefits traditional banks

How automated direct deposit switching benefits traditional banks

Read more  ➔